Platte River Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.69M | Buy |
3,668
+215
| +6% | +$99K | 0.45% | 40 |
|
|
2024
Q2 | $1.4M | Hold |
3,453
| – | – | 0.39% | 44 |
|
|
2024
Q1 | $1.45M | Hold |
3,453
| – | – | 0.41% | 41 |
|
|
2023
Q4 | $1.23M | Sell |
3,453
-69
| -2% | -$24.6K | 0.41% | 46 |
|
|
2023
Q3 | $1.23M | Buy |
3,522
+69
| +2% | +$24.2K | 0.45% | 41 |
|
|
2023
Q2 | $1.18M | Hold |
3,453
| – | – | 0.41% | 43 |
|
|
2023
Q1 | $1.07M | Buy |
3,453
+80
| +2% | +$24.7K | 0.41% | 42 |
|
|
2022
Q4 | $1.04M | Sell |
3,373
-528
| -14% | -$163K | 0.44% | 43 |
|
|
2022
Q3 | $1.04M | Buy |
3,901
+210
| +6% | +$56.1K | 0.47% | 39 |
|
|
2022
Q2 | $1.01M | Sell |
3,691
-254
| -6% | -$69.4K | 0.44% | 42 |
|
|
2022
Q1 | $1.39M | Buy |
3,945
+300
| +8% | +$106K | 0.51% | 37 |
|
|
2021
Q4 | $1.17M | Buy |
3,645
+110
| +3% | +$35.2K | 0.4% | 46 |
|
|
2021
Q3 | $965K | Sell |
3,535
-2
| -0.1% | -$546 | 0.36% | 49 |
|
|
2021
Q2 | $983K | Hold |
3,537
| – | – | 0.37% | 47 |
|
|
2021
Q1 | $932K | Buy |
3,537
+175
| +5% | +$46.1K | 0.38% | 47 |
|
|
2020
Q4 | $787K | Buy |
3,362
+280
| +9% | +$65.5K | 0.34% | 55 |
|
|
2020
Q3 | $656K | Sell |
3,082
-656
| -18% | -$140K | 0.34% | 57 |
|
|
2020
Q2 | $683K | Buy |
+3,738
| New | +$683K | 0.38% | 59 |
|
|
2019
Q4 | $1.3M | Buy |
+5,782
| New | +$1.3M | 0.68% | 38 |
|